See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $27,275 |
THE FINWAY GROUP2 years Service code 15 · EIN 42-1468222 5625 MILLS CIVIC PKWY · WEST DES MOINES, IA 50266 | Recordkeeping | $3,325 |
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP 42-1468222 Service code 15 | Recordkeeping | $1,652 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,890 | $52,293-27.5% | $178,490-78.8% | $73,409-48.4% |
| Participation rate | 39.0% | 65.3%-26.3pp | 81.9%-42.9pp | 72.2%-33.1pp |
| Annual return | 16.91% | 34.75%-17.8pp | 151.07%-134.2pp | 59.29%-42.4pp |
| Employer contribution / active EE | $431 | $1,735-75.2% | $5,011-91.4% | $2,234-80.7% |
| Participant deferral / active EE | $895 | $2,332-61.6% | $5,202-82.8% | $3,805-76.5% |
| Admin fee / account holder | $153 | $127+20.4% | $13,984-98.9% | $158-2.9% |